CFA Institute Investment Foundations® Program
The CFA Institute Investment Foundations® Program (previously called Claritas) covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.
ABOUT THE COURSE
The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.
Modules included within Investment Foundations:
- Industry Overview
- Ethics and Regulation
- Inputs and Tools
- Investment Instruments
- Industry Structure
- Serving Client Needs
- Industry Controls
Benefits of studying for the CFA Institute Investment Foundations Program
- Gain a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.
- Increased confidence in communicating with colleagues and clients by having improved knowledge on how the industry works and your role within it.
- Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry.
- Show commitment to ethical standards.
From March 2019 this exam is completely FREE, including the curriculum. See here for details.
The exam itself is two hours long, with 120 multiple choice questions to answer.
If you pass the exam then you will be awarded the CFA Institute Investment Foundations Certificate.
The Quartic package for the CFA Institute Investment Foundations Program includes:
Quartic Online: A series of inspirational videos covering everything you need to know to understand each of the chapters.
Question bank: Test your knowledge and hone your exam skills with our extensive question bank.
Quartic printed materials: Two workbooks to accompany your studies.
Mock exams: Two full-length online mock exams.
Tutor support: See below.
* All our prices include VAT
UK postage and packaging: £30.00
Classroom courses: Speak to us for details.
Please contact us on +44 (0) 20 7776 7500 or email us at [email protected] with any questions you may have and we will be happy to help you.
MA FCA FCSI CFA